ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,517,000 | -6.7% | 123,789 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $5,914,000 | -73.0% | 123,399 | -66.8% | 0.00% | -75.0% |
| Q1 2022 | $21,938,000 | -49.7% | 371,581 | -43.7% | 0.00% | -50.0% |
| Q4 2021 | $43,592,000 | +7.0% | 659,785 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $40,729,000 | -11.6% | 649,169 | -10.8% | 0.01% | -11.1% |
| Q2 2021 | $46,050,000 | +10.1% | 728,062 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $41,834,000 | -27.7% | 706,424 | -30.1% | 0.01% | -30.8% |
| Q4 2020 | $57,882,000 | -2.3% | 1,011,209 | -17.1% | 0.01% | -13.3% |
| Q3 2020 | $59,233,000 | +9.0% | 1,219,295 | -0.2% | 0.02% | 0.0% |
| Q2 2020 | $54,366,000 | +35.7% | 1,221,165 | +8.6% | 0.02% | +15.4% |
| Q1 2020 | $40,050,000 | -18.9% | 1,124,684 | -2.6% | 0.01% | 0.0% |
| Q4 2019 | $49,393,000 | +10.7% | 1,155,129 | +0.1% | 0.01% | +8.3% |
| Q3 2019 | $44,604,000 | +0.8% | 1,153,758 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $44,271,000 | +3.1% | 1,147,800 | +1.6% | 0.01% | 0.0% |
| Q1 2019 | $42,924,000 | +21.2% | 1,129,851 | +6.1% | 0.01% | +9.1% |
| Q4 2018 | $35,407,000 | +17341.9% | 1,064,551 | +20246.9% | 0.01% | – |
| Q3 2018 | $203,000 | -13.6% | 5,232 | -19.0% | 0.00% | – |
| Q1 2018 | $235,000 | – | 6,463 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
| H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
| Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
| Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
| Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
| AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
| TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
| Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
| New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
| Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |